Insightly Reviews in April 2025: User Ratings, Pros & Cons

"The best CRM program for a small business."

What do you like best about Insightly CRM? All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client. What do you dislike about Insightly CRM? The organization field should have a sub-division. The Contact form should be more intutive. Once you enter a title, it should keep it in the system. I would like to see another field for personal email. What problems is Insightly CRM solving ...

"Insightly packages key metrics into a platform that suits my business"

What do you like best about Insightly CRM? Easy to use Easy to follow-up Flexibility (specific metrics are customizable) Simple to update simple to capture progress towards sale close What do you dislike about Insightly CRM? While I don't believe this is a problem with Insightly CRM itself, Manufacturer names need repeating (in Opportunities) Recommendations to others considering Insightly CRM: I have used several CRM's in my career (including SalesForce) and believe Insightly to be the ...

"Insightly for Efficiency"

What do you like best about Insightly CRM? easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags What do you dislike about Insightly CRM? I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues Recommendations to others considering Insightly CRM: The program has so much to offer. Make sure to keep exploring its full capability! What problems is ...

"Can highly recommend Insightly"

What do you like best about Insightly CRM? This CRM is easy to learn, easy to use, and extremely capable as a CRM, especially for our B2G-oriented business. Our small sales team has been able to customize our opportunity pipeline over time to fit our specific sales flow needs, and the mobile app lets everyone keep an eye on our targets even on busy days. What do you dislike about Insightly CRM? The only downside we've faced is in the user interface, where there are some modules we simply ...

"User friendly CRM."

What do you like best about Insightly CRM? I love the dashboard. It's an at-a-glance view of sales, service, and projects. Our Team can see the open items. What do you dislike about Insightly CRM? When an issue arises, I wish there was an easier process for getting in touch with a customer service representative. Recommendations to others considering Insightly CRM: During the implementation phase, consider the support. It's imperative to have a direct line for Q & A. What problems is ...

"Great"

What do you like best about Insightly CRM? Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc. What do you dislike about Insightly CRM? I can't really think of anything. It took me a little long to learn how to use it properly, how to make adjustments, create filters. One thing is that I can't see my coworkers' tasks unless the filter is created. Recommendations to others ...

"Insightly is a game changer"

What do you like best about Insightly CRM? Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many different branches so being able to have the accounting team see what matters to them as well as the payroll team not only saves time but boosts productivity. ...

"One of the best CRM to manage all the activities and records in one place. Love to handle my stuff"

What do you like best about Insightly CRM? The simple process to manage all the data in one place What do you dislike about Insightly CRM? Paid service. Lol. Hope this is to manage from scammers etc What problems is Insightly CRM solving and how is that benefiting you? Management related issues like payroll, sales and leads

"Great CRM software for small company use."

What do you like best about Insightly CRM? Very easy to use interface and I like that you can export data to excel What do you dislike about Insightly CRM? I wish there was a way to have opportunities automatically sorted when I login in. Recommendations to others considering Insightly CRM: Allow a way for user to presort opportunities. What problems is Insightly CRM solving and how is that benefiting you? We keep very good track of all of our customer quotes and we don't forget about quotes.

"Insightly is great!"

What do you like best about Insightly CRM? I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download customer data into a spreadsheet. What do you dislike about Insightly CRM? At this stage there isn't anything I dislike about the application. It would be ...